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iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MP
2301
McDonald Partners
Ohio
$465K
CGH
2302
Crossmark Global Holdings
Texas
$465K
TAM
2303
Tucker Asset Management
Colorado
$465K -$110K -256 -19%
HDIM
2304
Hanson & Doremus Investment Management
Vermont
$464K
MAWAG
2305
Mid-American Wealth Advisory Group
Missouri
$463K -$5.37M -12,367 -92%
FNBOMD
2306
First National Bank of Mount Dora
Florida
$462K
VDI
2307
Vaughan David Investments
Illinois
$462K +$462K +1,077 New
EVM
2308
Evelyn V. Moreno
$462K
MCIA
2309
Mountain Capital Investment Advisors
Colorado
$461K -$33.7K -76 -7%
LWM
2310
Laidlaw Wealth Management
New York
$460K -$442K -1,029 -49%
HA
2311
Hofer & Associates
California
$460K -$2.15K -5 -0.5%
HPIA
2312
Hamilton Point Investment Advisors
North Carolina
$460K
CFAM
2313
Center For Asset Management
Florida
$459K +$459K +1,069 New
DCM
2314
Donaldson Capital Management
Indiana
$458K -$13.7K -32 -3%
IHWM
2315
Iron Horse Wealth Management
Iowa
$457K +$101K +235 +28%
GFWA
2316
Grey Fox Wealth Advisors
Delaware
$457K +$37.1K +86 +9%
HIGP
2317
Hill Investment Group Partners
Missouri
$455K +$455K +1,060 New
SOAG
2318
Silver Oak Advisory Group
Oregon
$455K -$95.2K -222 -17%
KFS
2319
Kaizen Financial Strategies
California
$454K -$1.29K -3 -0.3%
TAM
2320
Townsend Asset Management
North Carolina
$453K -$18K -42 -4%
TWM
2321
Tanager Wealth Management
United Kingdom
$450K +$44.9K +104 +11%
SMA
2322
Seven Mile Advisory
New Jersey
$447K +$447K +1,041 New
RWM
2323
Rockwood Wealth Management
Pennsylvania
$446K -$30.5K -71 -6%
UBV
2324
United Bank (Virginia)
Virginia
$441K
MLL
2325
Moody Lynn & Lieberson
Massachusetts
$439K